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  1. #1
    Junior Member
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    Webdesigner Client, password and other data software

    Hello everyone,

    I have started building websites a few years ago and now I have a decent amount of sites I maintain and clients I (have) work(ed) with. It quickly became clear to me that I would be using a ton of different usernames, passwords, accounts, databases, prefixes, e-mail adresses, etc etc... In short, there's a lot of stuff that you can't forget.

    So I started to make nice excel files. For each client / website I have a tab, and it has numerous subtabs wich contains all the important information.

    Now I can't stop thinking about how nice it would be if there was an easier way to manage all this. I would really like a software program on my computer or online, in wich I could enter all data I would ever want to. My question to you guys is, do you know a program that would fit my needs? I suppose there are a lot of professional webdesigners on this forum. How do you manage your clients, data and passwords?

    Watch out, I want to do a lot of things with it. An ideal program would offer me an option to store:
    - client data (like e-mail, address, ...)
    - client-specific (website-specific) username and password
    - an simple overview of the bookkeeping
    - communication
    - ...

    I have already looked at some "CRM's" but I can't find one that does exactly what I want.

    Do you have any suggestions or tips for me, please?

    Thank you!
    Kind regards,
    Nick Suykerbuyk

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  3. #2
    Senior Member Ronald Roe's Avatar
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    I would just get myself a hosting reseller account. That way, you can manage everyone's sites from one interface, using one login.

    Outside of that, I can't think of anything better than what you're doing, so I say if the Excel thing works, go with it.
    Ron Roe
    Web Developer
    "If every app were designed using the same design template, oh wait...Bootstrap."

  4. #3
    Junior Member
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    Hello Ronald Roe,

    I am already using a reseller account. It's nice, but I still have a lot of passwords, info etc. to remember. I'm looking for a great place to keep track of al of these, in a more clear and uncluttered way than excel.

    Thanks for your answer!

  5. #4
    Unpaid WDF Intern TheGAME1264's Avatar
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    Assuming you're talking about what I think you're talking about (among other things, API usernames/passwords, e-commerce provider logins/passwords, hosting passwords, emails, etc.), there really isn't one. Ron's right in that some of that is inherent to a reseller control panel, but not all of it can be.

    If you're a programmer, you can either build a web "CRM" from scratch or do as I did...build an app for it. Mine is actually three Windows forms joined together: one for the timekeeping/bookkeeping, one for the invoice generation and payment recording, and a third to store pretty much whatever notes I feel like for a client in addition to logins/passwords. Mind you, that's not for most people and I built it for my own purposes (i.e. it's too aesthetically ugly to share).
    If I've helped you out in any way, please pay it forward. My wife and I are walking for Autism Speaks. Please donate, and thanks.

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  6. #5
    Junior Member
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    I'm talking about all logins and passwords one would need to build and maintain websites. So yes, hosting, emails, analytics, ... It would just be a password storage, inside a CRM.

    I've been thinking about creating a CRM myself, indeed. But I'm afraid I'm wait to inexperienced for this (I wouldn't kno how to start).

    Let's keep hoping that maybe the right CRM will exist after all. :-). Thanks for your answer!

  7. #6
    WDF Staff Wired's Avatar
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    For the logins / passwords, I'd suggest storing them in something like LastPass. It also has a notes area under each login as well as a secure notes area (and other stuff).

    Don't forget to back up all that data!
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  8. #7
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    Great information guys thank you.


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